Sellwood Consulting LLC

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Assets, Funds, Holdings

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Sellwood Consulting LLC
CRD #164696
SEC #801-76867
CIK #0001763958
AUM $1.6 BB (2024-03-27)
Employees 15 (93% Investors, 0% Brokers)
Phone503-596-2880
Address6650 SW Redwood Lane
Portland, OR 97224
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
1600128096064032002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 8 79.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 20 485.1
(h) Charitable organizations 31 964.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 5 35.9
(n) Other 0 0.0
Total 64 1,565.0
By Discretionary
Discretionary 64 1,565.0
Non-Discretionary 0 0.0
Total 64 1,565.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,565.0
Total 64 1,565.0
EDGAR Form CIK 2011 - 2024
D [0001763958]
Comparable Firms State AUM ($BB)
Pinnacle Wealth Management Advisory Group LLC
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PA 1.6
Diversified Management Inc
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Consolidated Planning Corporation
GA 1.6
Corda Investment Management LLC
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Newsquare Capital LLC
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Center for Financial Planning Inc
MI 1.6
Diversified LLC
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Diversified Enterprises LLC
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JAG Capital Management LLC
MO 1.6
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